All jobs within 50 km around Colwood in Administrative Jobs

Reporting to the Regional Administrative Services Manager, the Administration Clerk performs a variety of administrative support duties for a regional office. He/She/They are responsible for duties that include reviewing and processing applications, responding to client enquiries, assisting with forms completion and public information sessions, processing rent receipts, work orders, procurement documents and accounts payable invoices, performing reception duties, and providing general clerical, data entry and document management support.

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• High school diploma and completion of post-secondary courses in office or business administration or other relevant discipline.
• Sound office administration experience.
• Or an equivalent combination of education, training, and experience acceptable to the employer. 

KNOWLEDGE, SKILLS AND ABILITIES:

• Sound knowledge of office systems and procedures.
• Some knowledge of accounting procedures.
• Ability to learn, understand, and explain BC Housing program, policies, and services.
• Ability to deal with the public, staff, and outside agencies in a courteous, professional, and tactful manner.
• Ability to maintain a cash float and balance cash accurately.
• Ability to type a minimum of 40 wpm.
• Ability to search documents, databases, and the internet to resolve issues creatively and within established guidelines.
• Ability to plan, multi-task, meet deadlines and adapt in a fast-paced environment.
• Ability to exercise tact, diplomacy and good judgement when interacting with a broad range of partners and customers, including individuals of diverse social, educational, and cultural backgrounds.
• Ability to plan and meet deadlines by effectively prioritizing actions to respond to numerous diverse and shifting challenges without compromising the quality of work.
• Ability to work with accuracy and excellent attention to detail.
• Excellent oral and written communication skills, with a solid command of English grammar, punctuation, and spelling.
• Excellent interpersonal and conflict resolution skills.
• Strong problem-solving skills.
• Strong in computer applications, including MS Office (Word, Excel, PowerPoint, Outlook), with excellent mail merge document skills.

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Victoria BC is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications/technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills,  registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $37,500 - $45,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

730 VIEW ST:VICTORIA

VICTORIA

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2025-04-23

2025-06-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION 

The Assistant Branch Administrator is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies. 
   
IS THIS ROLE RIGHT FOR YOU 

In the role you will: 

• Consistently demonstrate high levels of internal and external client service
• Assist in the management of branch support staff, including executing development plans
• Ensure quality and efficiency of branch operations
• Assist with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
   

DO YOU HAVE THE SKILLS?

We would love to work with you if you have: 

• Experience in the securities industry 
• Excellent verbal and written communication skills  
• Meticulous attention to detail and excellent time management skills 
• Provide excellent client service in a professional and respectful manner
• Strong organizational skills
• Ability to take initiative and work independently
• Investment Representative (IR) license is an asset or obtain license within 15 months of hire which includes:
  • Canadian Securities Course (CSC), 
  • Canadian Practices Handbook (CPH),
  • Investment Representative Training Program (IRT)
  • ScotiaMcLeod internal 30-Day training program

WHAT'S IN IT FOR YOU:

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.  
• An organization committed to making a difference in our communities– for you and our clients. 
• An inclusive working environment that encourages creativity, curiosity and celebrates success.  
• Learning and Development – free access to Scotia Academy to upskill and develop your skills 

What you'll be doing

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

The salary range for this role is $47,420.00 - 59,740.00 CAD Annual.

How you'll succeed

• You have a diploma in Business Administration, Accounting, Finance or a similar field of study.

• You have a minimum of one year of Administrative experience, preferably in finance.

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

BC-Victoria, 730 View St., 6th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative

The Assistant Branch Administrator is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies. 
   
IS THIS ROLE RIGHT FOR YOU 

In the role you will: 

• Consistently demonstrate high levels of internal and external client service
• Assist in the management of branch support staff, including executing development plans
• Ensure quality and efficiency of branch operations
• Assist with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
   

DO YOU HAVE THE SKILLS?

We would love to work with you if you have: 

• Experience in the securities industry 
• Excellent verbal and written communication skills  
• Meticulous attention to detail and excellent time management skills 
• Provide excellent client service in a professional and respectful manner
• Strong organizational skills
• Ability to take initiative and work independently
• Investment Representative (IR) license is an asset or obtain license within 15 months of hire which includes:
  • Canadian Securities Course (CSC), 
  • Canadian Practices Handbook (CPH),
  • Investment Representative Training Program (IRT)
  • ScotiaMcLeod internal 30-Day training program

WHAT'S IN IT FOR YOU:

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.  
• An organization committed to making a difference in our communities– for you and our clients. 
• An inclusive working environment that encourages creativity, curiosity and celebrates success.  
• Learning and Development – free access to Scotia Academy to upskill and develop your skills 

What you'll be doing

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

The salary range for this role is $47,420.00 - 59,740.00 CAD Annual.

How you'll succeed

• You have a diploma in Business Administration, Accounting, Finance or a similar field of study.

• You have a minimum of one year of Administrative experience, preferably in finance.

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

BC-Victoria, 730 View St., 6th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative

03/29/2025

Address:

730 View Street

We are looking for a long-term support centric professional who is keen on being the keystone of a highly productive book of business. This is not a stepping stone opportunity to become an Investment Advisor, we are looking for an operations specialist who excels and loves creating solutions and providing exceptional white glove service to our clients.

Supporting BMO Nesbitt Burns / BMO Private Wealth , this role supports a high performing Advisory Team with day-to-day administration, transaction processing and provides exceptional client service to support achievement of business objectives.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Assist in ensuring transactions and tasks are appropriately assigned to team members and completed where required.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy and act in their best interests.
• Comply with all regulatory, legal, and ethical requirements as outlined in the Firm's policies and training modules.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Knowledge of investment process and procedures.
• Knowledge of investment products and services is preferred.
• Knowledge of compliance practices and regulations.
• Knowledge of Financial/Retirement planning.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook will be a requirement of the position.
• Current Investment Representative registration or requirement to fulfill registration requirements to become as Investment Representative (IR).
• Excellent verbal & written communication skills.
• Strong organization skills required.
• Ability to collaborate and work well in a team environment.
• Strong analytical and problem solving skills.

$32,700.00 - $48,600.00

As an Administrative Assistant, you will be responsible for performing a variety of administrative tasks related to financial transactions, including invoicing, adjustments, cancellations, credits, cheque processing, and cash reconciliation. The ideal candidate will possess excellent attention to detail, strong organizational skills, and the ability to work efficiently in a fast-paced environment.

What’s in it for you?

• Regular business hours Monday to Friday
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package starting the first day of employment.
• Career development and training opportunities
• Life insurance, disability and wellness program
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Perform invoicing duties, including generating and sending accurate and timely invoices to clients.
• Process adjustments, cancellations, and credit requests, ensuring data accuracy and compliance with company policies and procedures.
• Receive and process cheque payments from clients, accurately recording transactions in the system.
• Reconcile cash transactions to ensure alignment with financial statements and identify any discrepancies.
• Provide general administrative support to the branch, including filing, data entry, and correspondence.
• Answer phones and handle courier services, ensuring efficient communication and coordination with external parties.
• Ability to learn product codes and assist customers on the phone with inquires and sales

What you will bring:

• Minimum of one (1) to three (3) years work experience in a similar administrative role
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Oracle and AS400 system an asset
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
• Strong attention to detail and accuracy in data entry and record-keeping.
• Excellent communication and interpersonal skills, with the ability to interact professionally with clients and colleagues.
• Advocate for H&S in the workplace.

Salary Range: $48,000 - $52,000

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check.  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.

Overview

The Office Coordinator is responsible for Reception and the execution of day-to-day operational tasks & activities to support the Regional Office. 

 Is this role right for you? In this role you will:    

• Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments
• Maintain office systems, including but not limited to, network administration, telephone and voice mail programs, reference and product files, branch library and Product & Procedures manual
• Lead management of facilities operations as well as delivery and change management of facilities related changes
• Liaise with Facilities to support leasehold improvements, lease renewals and planned moves
• Complete regional reporting requests & data analysis
• Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
• Coordinate and execute on a variety of regional initiatives including seminars, Client Forums and Professional Development Days and coordinate logistics as required
• Assist with branch compliance duties including maintaining the security checklist and Business Continuity Plan
• Participate in various regional meetings and special projects, as needed
• Liaise with external partners such as medical associations, accounting firms, etc. for regional projects as required
• Other administrative tasks as required 
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

 The Must Haves:

• Community college diploma in Business Administration or equivalent
• Three+ years’ experience in an administrative or clerical position, preferably with a financial services company
• Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset
• Excellent computer skills including MS Word, MS PowerPoint, and good understanding of current corporate applications 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Stewardship of the client experience
• Strong organizational skills.
• Excellent communication skills
• Initiative and resourcefulness
• Ability to work effectively and collaboratively within a team
• Attention to detail
• Well-organized with high energy, effective communication skills
• Enjoys a fast-paced environment and is highly professional 
• Team player with a desire to consistently create a positive work environment